In this article:
1. How to Create Cards on Your Board?
Option 1: Right-click on the Board
Option 2: From the Board Sidebar
Option 3: Double-click on the Board
2. How to Create Another Card from the Open Card View?
3. How to Create Cards via Email?
4. How to Import Cards in Bulk with the Import Tool and Add-Ons?
5. How to Automate the Card Creation Process?
6. How to Create Cards from the API?
Cards are an integral part of Businessmap. Here is a breakdown of all the ways you can create cards in the software.
1. How to Create Cards on Your Board?
There are several ways to directly create a card on your board.
Option 1: Right-click on the Board
Right-click with your mouse on the board area where you want to create the new card. Usually, this would be the "Backlog" or the "Requested" columns on any of your workflows. Select Create new card and fill in the relevant information in the Kanban card that opens, e.g. title, owner, deadline, etc. Click on Add card or press Enter to complete the creation process. Your new card will now be visualized on the board.
Important:
- When you create a card on a Cards Workflow, it becomes a Kanban card.
- When you create a card on the Initiatives or Timeline Workflows, it becomes an Initiative.
Option 2: From the Board Sidebar
Another way to create a card is to use the plus icon (+) located at the top of the board sidebar. When you click on the plus button, the system will open a board minimap for you to select where the location of the new item. If you have configured a default location for new cards, the card will be instantly created in the pre-set location without displaying the minimap.
Tips:
- Use the Position Control View at the bottom of the card configuration window to adjust its position on the board.
- You can set up a default position for the new cards you create from the Personal board settings panel. That way, each new card will be positioned in the pre-selected position. This configuration works per board.
Option 3: Double-click on the Board
Alternatively, you can double-click your mouse in the area where you want to create a card.
Input relevant information in the respective card properties (owner, priority, type, deadline, etc.) and click the Add card button. The new card will instantly appear on your board.
2. How to Create Another Card from the Open Card View?
If you often have to create many similar cards, this option can help you streamline that. After you create your first card, instead of clicking on Add card, click on the three-dot icon next to it. This will open two additional options:
- Save and add new
- Save without closing
Select the first option Save and add new to create a copy of the current card. You can use the keyboard shortcut Ctrl + Shift + Enter to achieve the same result.
3. How to Create Cards via Email?
If you set up the Businessmap email integration, you can easily and quickly create cards over your integrated email.
How does it work? The email integration feature hooks your inbox to а Businessmap board of your choice. All you need to do is send an email to your integrated email, where:
The Subject* of the email defines the name of the board where the card is to be created and the card title, while the email Body** is used to define the card properties, such as Owner, Column, Priority, etc.
- * SUBJECT: The name of the board where the card is to be created should be surrounded by curly brackets. For example: {boardname} This is the Title of the card.
- ** BODY: You can set the properties when creating a card, following the format:
{#owner: name} or {#column: name}
You can learn more about how to create and update cards via email here.
4. How to Import Cards in Bulk with the Import Tool and Add-Ons?
You can populate your board by importing cards from a spreadsheet file (.xls). To achieve that, click on the Import / Export icon located on the sidebar to the right of your board interface.
You can learn more about creating cards and initiatives via import here.
In addition to the built-in import tool, you could also explore our Businessmap for Sheets and Businessmap for Excel add-ons.
5. How to Automate the Card Creation Process?
With the Business rules in Businessmap, you can automate many actions in your process.
Essentially, business rules trigger actions (create a card, move a card, update a card, send a notification, call web service, block a parent card, etc.) when certain events occur or certain predefined criteria have been fulfilled. Business rules work on the principle: If “X” and “Y” conditions are met, then do “Z.”
With the "Recurring Create Card" rule, for example, you can set up a schedule and create new cards automatically. You can configure the system to automatically create new cards with predefined parameters, every day at 9 am.
6. How to Create Cards from the API?
To create a new card using the Businessmap API, you have to send a POST request to:
https://<subdomain>.kanbanize.com/api/v2/cards/
where <subdomain> is the subdomain of your Businessmap account, e.g. company.kanbanize.com
Please refer to our dedicated article about the Businessmap API to learn more.